MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.54M
3
+$3.52M
4
DE icon
Deere & Co
DE
+$3.09M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M

Top Sells

1
+$3.81M
2
+$3.58M
3
+$3.22M
4
MA icon
Mastercard
MA
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.68M

Sector Composition

1 Technology 19.59%
2 Financials 9.37%
3 Consumer Discretionary 9.07%
4 Healthcare 8.98%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$32.8K ﹤0.01%
303
+56
652
$32.1K ﹤0.01%
675
+49
653
$32K ﹤0.01%
275
+176
654
$31.7K ﹤0.01%
379
-12
655
$31.7K ﹤0.01%
722
+10
656
$31.7K ﹤0.01%
546
+266
657
$31.6K ﹤0.01%
347
+140
658
$31.4K ﹤0.01%
1,444
+177
659
$31.4K ﹤0.01%
1,003
+72
660
$30.9K ﹤0.01%
777
+123
661
$30.9K ﹤0.01%
131
+53
662
$30.8K ﹤0.01%
1,218
+278
663
$30.7K ﹤0.01%
+1,637
664
$30.3K ﹤0.01%
81
+19
665
$30.3K ﹤0.01%
225
+5
666
$30.3K ﹤0.01%
372
+99
667
$30.2K ﹤0.01%
1,503
-62,229
668
$30K ﹤0.01%
716
+248
669
$29.9K ﹤0.01%
369
+78
670
$29.8K ﹤0.01%
402
+40
671
$29.8K ﹤0.01%
269
-53
672
$29.6K ﹤0.01%
6,374
+4,888
673
$29.6K ﹤0.01%
272
+39
674
$29.3K ﹤0.01%
812
+727
675
$29.2K ﹤0.01%
1,215
-119
25 26
27
28 29